See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,088 | $49,922+82.5% | $80,569+13.1% | $75,163+21.2% |
| Participation rate | 40.3% | 55.3%-15.0pp | 67.0%-26.7pp | 67.2%-26.9pp |
| Annual return | 17.78% | 34.69%-16.9pp | 935.43%-917.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,278 | $2,990-57.3% | $4,447-71.3% | $4,125-69.0% |
| Admin fee / account holder | $595 | $3,577-83.4% | $5,377-88.9% | $5,651-89.5% |